See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,320 | $85,790+55.4% | $67,313+98.1% | $135,375-1.5% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -8.51% | -0.54%-8.0pp | -4.08%-4.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $11,493 | $3,487+229.6% | $2,566+348.0% | $4,779+140.5% |
| Participant deferral / active EE | $3,263 | $4,651-29.8% | $3,568-8.5% | $5,609-41.8% |
| Admin fee / account holder | $4,136 | $6,392-35.3% | $4,507-8.2% | $10,827-61.8% |